★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Monexa vs Roic AI
Pick Monexa if
Monexa
Free • From $9.90/mo · Web
- You want the cheaper way in: plans start at $9.9/mo instead of $29/mo
- You care about stock ideas, calendar, and data visualizations, things Roic AI doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick Roic AI if
Roic AI
Free • From $29/mo · Web · API
- You want an API so you can script or automate things
- You care about APIs & data feeds, sheets / excel add-ins, and splits, things Monexa doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Monexa and Roic AI cover a lot of the same ground (6 shared categories, including screeners, news, and financials), so for the basics you won't go far wrong with either. Monexa simply does more: 17 categories to Roic AI's 10, including stock ideas, calendar, and data visualizations. Roic AI counters by keeping things simpler.
What readers say
Monexa
Vote once to reveal the community verdict.
Roic AI
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Monexa$9.9/mo vs $29/mo
- Free trial
- Monexa7 days
- Broader coverage
- Monexa17 vs 10 categories
- API access
- Roic AI
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $9.90/mo | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 13 limits: Free: financial history: 5Y, Free: charting: 10Y +11 more | 17 limits: Free: api requests per minute: 5, Free: historical data: 2 years +15 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | — | No |
Integrations | — | Google Sheets, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | — |
Categories covered | 17 | 10 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time and Granularity: EOD | Latency: Real-time and End of Day and Granularity: EOD |
Data partners | Financial exchanges / third-party providers | — |
Capabilities | — | Universe builder |
Security | 3 signals: Data residency: Other, Encryption at rest +1 more | — |
| Try it | Visit Monexa | Visit Roic AI |
Where each one shines
What Monexa and Roic AI each do best.ShowHide
Where each one shines
What Monexa and Roic AI each do best.What Monexa does best
- Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules from one web workspace.
- Screening for stocks with saved screeners, templates, custom filters, and plan-based saved-screen limits.
- Research coverage for global company pages with financial statements, valuation metrics, stock charts, comparison tools, and plan-based history depth.
- Views for reviewing SEC filings by filing type, filing date, CIK, and source-document view actions.
- Work through earnings calls with transcript history, search, AI summaries, and AI analysis where plan access permits.
What Roic AI does best
- Research coverage for public companies through web pages that combine business summaries, financial statements, earnings call transcripts, news, identifiers, and stock split history.
- The stock screener to filter companies by exchange, industry, revenue, market cap, operating margin, geography, and related criteria.
- Access to a REST API with API-key authentication and JSON responses by default, with CSV available where supported.
- Financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
- Export support for data to JSON, CSV, Excel, or TSV depending on endpoint and workflow.
Every detail we compared
Every tracked attribute for Monexa and Roic AI, side by side.ShowHide
Every detail we compared
Every tracked attribute for Monexa and Roic AI, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsCommoditiesFunds | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailAnalystsLong-term InvestorsValue InvestorsGrowth Investors | Not specified |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-time | Real-timeEnd of Day |
Data granularity | EOD | EOD |
Data partners | Financial exchanges / third-party providers | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey |
Integrations | Not specified | Google SheetsChatGPTMCP Server |
Export formats | Excel | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Data residency: OtherEncryption at restEncryption in transit | Not specified |
Capability signals | Not specified | Universe builder |
Vendor & support | Alpine Labs Ltda.Country: BrazilSupport: Email | Roic AI, Inc.Support: Email |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freefinancial history: 5Y · charting: 10Y · +4 more | Freeapi requests per minute: 5 · historical data: 2 years · +2 more |
| Entry paid plan | $9.90/mo“Pro”financial history: 30Y · charting: 30Y · +5 more | $29/mo“Individual”api requests per minute: 300 · historical data: 5 years · +2 more |
| Top plan | — | $89/mo“Professional”api requests: Unlimited · historical data: All available years · +3 more |
| Custom / enterprise | — | Contact sales“Enterprise”api requests: Unlimited · commercial use api: Yes · +2 more |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Monexa and Roic AI?
Monexa leans toward screeners, stock ideas, and news, while Roic AI puts more weight on financials, transcripts, and news. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Monexa and Roic AI cost?
Good news: both Monexa and Roic AI have free plans, so you can run them side by side and only pay if you hit a wall.
Does Monexa or Roic AI have an API?
Roic AI has an API for programmatic access and custom integrations. Monexa doesn't, so you're working through its interface.
Should I choose Monexa or Roic AI?
It depends on what you're after. Pick Monexa if stock ideas and calendar matter to you; go with Roic AI if you'd rather have APIs & data feeds and sheets / excel add-ins. And if you only need the basics both share, let price decide.
What asset classes do Monexa and Roic AI cover?
Both cover stocks and ETFs. Monexa also handles bonds, commodities, and funds. Roic AI adds closed-end funds on top.
Do Monexa and Roic AI offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Monexa and Roic AI?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Monexa or Roic AI?
Both Monexa and Roic AI include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Keep researching
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Feedback
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.